OMB Deputy Director Eric M. Ueland files OGE Form 278-T disclosing extensive ETF and mutual fund rebalancing

Eric M. Ueland, Deputy Director for Management at the Office of Management and Budget (OMB), filed a Periodic Transaction Report (OGE Form 278-T) disclosing 37 transactions executed on July 15, 2026. The report was electronically signed on August 9, 2026, and revised on August 13, 2026.

The disclosed activity reflects a broad portfolio rebalancing across mutual funds and exchange-traded funds (ETFs). Disclosed sales included holdings such as Vanguard Value Index Fund ETF Shares (VTV), Vanguard Small-Cap Value Index Fund ETF (VBR), Vanguard Small-Cap Growth Index Fund ETF (VBK), and Schwab Short-Term US Treasury ETF (SCHO), spanning values from the $1,001–$15,000 range up to the $15,001–$50,000 range.

Purchases were distributed among fixed income and equity index funds, including Vanguard Russell 1000 Growth Index Fund (VONG), Vanguard Growth Index Fund (VUG), Nuveen Strategic Income Fund (FCBYX), Neuberger Berman Strategic Income Fund (NSTLX), and PIMCO Income Fund (PONPX), with several positions acquired in the $15,001–$50,000 range. No direct individual company equities were reported.